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Employee
March 13, 2019
Question

Importing stock transactions if it is >500

  • March 13, 2019
  • 1 reply
  • 0 views

How do we import stock transactions if it is >500 into TurboTax Premier?  

We are getting error that the file is too big.  

Another question:  Do we need to import and send transactions via TurboTax in the first place?  

Are the transactions automatically reported to the IRS?

Do we need to just summarize the gains or losses in the TurboTax?

 

Thank you.

    1 reply

    Employee
    April 5, 2019
    Disclaimer: Not a tax professional. Information gathered from internet links. Anything dated in June 2019 was posted in prior years and is before the 2019 limits and changes.